Periagoge
Scenario

When business partners need to coordinate retirement exit strategies

My business partners and I are all approaching 60 and we need to start planning our exit strategy, but we've discovered we all have different timelines and different ideas about what the business should look like when we're gone. None of us wants to screw over the others, but we also each have our own retirement needs to think about.

More people experience this than they realize.

What we've seen

Multiple people who built something together must now navigate their individual needs while preserving their shared creation.

Your guide for this
Zera
Zera works with people navigating exactly this kind of situation.
Ideas that help explain it
Worth thinking about

“Where Are You with Money in your 50s and 60s — the pre-retirement decade?”

Peri

Peri can explain why this happens, help you decide if this is the right situation for you, and point toward the right journey or coach.

If this sounds familiar, the Library can help you find the bigger picture.